Auto Populate the Solicitor name and amount after Finder number is entered on the “Add a credit card payment” form

We would like the software that processes the Finder number to lookup the Prospect Manager associated with the Constituent and populate their name in the “Solicitors” section of the page.  We would like the amount to propagate to this section as well.  Benefit: This will save the Gift Processor time.  Currently they have to look up the Constituent record to find out who the Prospect Manager is and then specify their name in the “Solicitors” section of the “Add a credit card payment” form, as well as the amount.

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  • Sep 14 2018
Organization Name (Please enter full organization name) Save the Children
Reported Version 4.0
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